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Tax News

Important Dates 2024

January 15: Estimated Tax payment #4 for 2023

January 31: W2’s and 1099NEC’s due to workers

March 15: Corporate/partnership tax returns or ext.

April 15: Tax returns for individuals due or extension

April 15: balance for 2023 (even if you have extension)

April 15: Estimated Tax payment #1 for 2024

April 15: Contributions for 2021 to Trad IRA, HSA, SEP

June 15: Estimated Tax payment #2 for 2024

September 15: Estimated Tax payment #3 for 2024

September 15: S Corp/partnership extensions expire

October 15: 1040 extensions expire, also C corporation and trust extensions

October 15: SEP contributions for 2023 if extended

December 15: corporate Estimated Tax payment #4

December 31: RMD’s for those 73+

December 31: Contributions to charity for 2024 taxes

Important Information for 2023 Tax Returns

The IRS will accept returns starting sometime in late January. If you have child-related credits on your tax return, the IRS reminds you that those refunds will not be processed until after mid-February, 2024.

April 15, 2024 – deadline to file tax returns or to request an extension.

October 15, 2024 – extension deadline.

Refer to our Downloadable Documents page for document checklists for individuals and businesses, as well as a self-employment questionnaire.

Important requirement for all those who have an LLC, Inc., or trust (anyone registered with their state’s Secretary of State)–you are required to register your “beneficial owner” with the FinCEN (Financial Crimes Enforcement Network). See this page for information about the Corporate Transparency Act and information on how to register. The filing is available for free on the FinCEN website. Because sometimes these government websites are difficult to navigate, we have partnered with FileForms, an interview-based software that walks you through the filing process.

2023 Standard Mileage Rates

65.5 cents – Business

22 cents – Medical

14 cents – Charity

These rates apply to electric and hybrid-electric automobiles, as well as gasoline and diesel-powered vehicles. See IRS Website for details.